Overview
Assets Under Management: $196 million
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 63
Average Client Assets: $2.4 million
Frequently Asked Questions
GREENCOURSE FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290646), GREENCOURSE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
GREENCOURSE FINANCIAL ADVISORS, LLC is headquartered in CHESTERFIELD, MO.
GREENCOURSE FINANCIAL ADVISORS, LLC serves 63 high-net-worth clients according to their SEC filing dated December 03, 2018. View client details ↓
According to their SEC Form ADV, GREENCOURSE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GREENCOURSE FINANCIAL ADVISORS, LLC manages $196 million in client assets according to their SEC filing dated December 03, 2018.
According to their SEC Form ADV, GREENCOURSE FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.95%
Average Client Assets: $2.4 million
Total Client Accounts: 170
Discretionary Accounts: 78
Non-Discretionary Accounts: 92
Regulatory Filings
CRD Number: 290646
Filing ID: 1255531
Last Filing Date: 2018-12-03 13:17:00